I have accounts at Schwab and 2 other investment firms. Each of them have slight differences in…read morewhat they offer and how customers interaction works; Schwab has some features I like better than their competitors, but because I deal mostly online, I don't speak to a local advisor often. When I do need to make a trade through an advisor, I have always found the representatives I talk to are very helpful.

Normally, when I "talk to Chuck" it's through the interweb or over the phone. Chuck is really good…read moreabout picking up the phone. He won't send you to voice mail or text you back because it's too loud in the sports bar. So anywayz, recently I needed to "talk to Chuck" in person. I had some business and dealings and tasks to complete. Chuck hangs out on Lasalle, but don't get all "ohhhh that's right near McLadden's and that bar bottlenecks like no other... EWWW" because it might as well be worlds away. I recommend Chuck.

Went to open an account at Chase Bank and everyone at the branch was super friendly! The person at…read morethe front desk, the branch manager and especially the woman who helped me open my account. Alejandra was the person who opened my account for me and was very pleasant, friendly & knowledgeable. She went above and beyond and also helped me get a student account to avoid extra fees :)

Wonderful customer service! Left Bank of America for Chase and will never look back.read more

Signing up with with PLB financial services was one of the better decisions I ever made for my…read moresmall business.Having them sort through my receipts, bank statements and other documents and create a profit and loss statement help me to see at a glance my business financial health.What I enjoyed about the service is they will come to you to collect whatever documents needed.And I really appreciate Paulette professionalism. Thank you plb. Gracia. Grassillini Creations.

PLB Financial helped me straighten up my finances and make a business plan to make me more…read moreeffective and understand how much I was actually making. I would definitely use her again and highly recommend her. She was able to talk/explain in a non financial way that I could understand.

There is a parking garage directly behind the business and they will validate your parking ticket…read more I like this location because it is close to great restaurants and shopping in West Hartford. I had a meeting with Patrick. He provided excellent service and gave me great advice about my investments. I look forward to visiting this location in the future.

Fidelity Review - Cold, Uncaring, and Only Out for Themselves…read more Fidelity is hands down one of the worst financial institutions I've ever dealt with. They don't care about their customers, only about protecting themselves. People make mistakes -- it's part of life -- but Fidelity acts like they're above it all. Even if it's your first issue, they'll slam you with restrictions like you're a threat, without a shred of empathy or understanding. Their customer service is a joke. Good luck getting a rep who does more than copy and paste policy. They don't listen, they don't help, and they certainly don't care. Managers? Hidden behind layers of scripted nonsense and red tape. You're not a person to them -- you're a number, and the moment something goes wrong, they treat you like a liability. What's worse is they pretend to be all about clients, when in reality, it's all about control, image, and covering their own backs. I don't even have much money in my account with them -- but I'm closing it anyway. That's how disgusted I am by how they operate. It's not about the balance, it's about the principle. Their rigid, heartless approach says it all: they are not here to help you. They're here to help themselves. I'll never recommend Fidelity to anyone. Save yourself the stress and take your money somewhere that actually values people.

Absolutely terrible. DO NOT INVEST YOUR MONEY WITH NORTHWESTERN MUTUAL!!! The financial advisors…read morenever return any calls and you can't reach anyone during working hours. It goes directly to voicemail. They charge extensive fees when you try to transfer your funds to another company.

I worked with Alex Roth and it was a terrible experience. He just seemed to push the sale of life…read moreinsurance on me and didn't care about what my actual needs are or would be in the future. He sat down and took notes on my current situation, which seemed like he was really getting to know my needs. What he was really doing was seeing how much he could push the life insurance numbers up. He proposed protection on children and a wife that I don't even have just to get more money out of me. I spoke with other life insurance brokers after the fact and was given many more options on how to change my needs over time instead of buying as much as possible now just to fatten Alex's wallet. He also "reviewed" retirement funding as well. Which was an even bigger mishap. He assumed that my expenses were INCREASE by 35% in retirement even though most of my current spending goes to travel and leisure. When I spoke with my retirement planner from my work 401k, my expenses were estimated to DECREASE 40%. They just want your money! What a bad experience!

My wife and I Scheduled an appointment over a week ago for Tuesday March 3 2026 @ 1:00pm in Woburn…read more We arrived at 12:50 to find the Office door Locked waited till 1:15 called the main number they put me on hold till they could find someone said the could have someone there in a little while we left, if that's the way the treat customers good luck. They didn't have the decency to give us a call and let us know they would have to cancel or even have someone at the front desk and they want to handle our money very unprofessional.

The staff here is all so knowledgeable and friendly! Any worry will be easily and quickly resolved.read more

Extremely helpful and knowledge. Roger,Judith and Dylan are the best. Explain everything in…read morelanguage you can understand. Been using them for years and highly recommend.

Love love love this family run business!one stop shop for taxes Medicaid investments!they have been…read moreextremely helpful with all my mother's investments have so much trust in this group!